Talk of The Villages Florida - View Single Post - Talon Wealth Management Question
View Single Post
 
Old 05-05-2023, 12:20 PM
mrf0151 mrf0151 is offline
Veteran member
Join Date: Aug 2021
Posts: 507
Thanks: 16
Thanked 416 Times in 183 Posts
Default

You are better off going with a fiduciary. We have been with Synergy Wealth Alliance for over 10 years. They are not your typical "sell you an annuity" company.
They will work with you for your own personal situation, and they strive to get you into a financial plan with very low fees. Hidden fees are the real killer when it comes to investing. Stay away from the companies around The Villages that do a lot of advertising i.e., billboards, print, television/radio. They are just spending your kid's inheritance.
Matt Wade and Carrie Letsinger are just who you're looking for.
https://www.bing.com/maps?&mepi=103~...50623&v=2&sV=1